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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,012 | $115,225-95.7% | $100,712-95.0% | $138,895-96.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 35.06% | 40.35%-5.3pp | 33.27%+1.8pp | 145.39%-110.3pp |
| Employer contribution / active EE | $1,008 | $2,771-63.6% | $2,313-56.4% | $4,194-76.0% |
| Participant deferral / active EE | $1,008 | $4,699-78.5% | $4,085-75.3% | $6,396-84.2% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |